Articles
Five Math Courses To Increase Career Options, Ubiquity (a Web-based publication of the Association for Computing Machinery), Volume 8, Issue 21 (May 31, 2007 – June 4, 2007).
Looking at Expenses of 401K Plans, NAPFA (National Association of Personal Financial Advisors) Advisor, September 2001. [Spreadsheet]
A Review of The Intelligent Asset Allocator: Portfolio Theory for the Small Investor, CAMITalk (Chinese Alumni/ae of MIT newsletter), December 1997.
Should You Buy Or Rent Your Home?, NAPFA News, September 1992. [Spreadsheet]
Index Funds and Variable Annuities, NAPFA News, February 1992. Reprinted in FCSI (Financial Computer Support, Inc.) Digest, October 1992. [Spreadsheet]
Reference Letters
Beth Kobliner – author of the bestseller, Get a Financial Life. I provided quantitative consulting and developed a buy vs. rent spreadsheet.
John Campbell – Vice President of Marketing and Customer Support, Interet Corporation. Interet develops, markets and supports financial modeling software for domestic and cross-border leases.
John Stone – Vice President, GATX Capital Corporation.
Emery Stora – Vice President, D’Accord, Inc.
Ron Graydon – Director, Orinda Academy (formerly North Bay Orinda School and North Bay Secondary School).
Martin Marshall (Biography) – Founder, Enlightenment, Inc. Enlightenment developed and marketed chess tutorial database software. Note to those with old stock certificates: the company never went public and the assets were sold to cover debts in January 1989.
Hayne Leland – Director, Leland O’Brien Rubinstein Associates (LOR).
David Cooke – Math Department Chairperson, Castro Valley High School.
Helen Featherstone – Director of Student Teaching, Wellesley College.
Peter Mili – Mathematics Teacher, Cambridge Rindge and Latin High School. Peter observed almost every class that I taught.
